Brady Martz Wealth Solutions’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Brady Martz Wealth Solutions’s Portfolio AVDV Stock Details AVDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.9M	Sell	192,772 -461	-0.2%	-$49.1K	3%	6
2026 Q1	$19.3M	Buy	193,233 +19,288	+11%	+$1.97M	3.29%	6
2025 Q4	$16.3M	Buy	173,945 +27,043	+18%	+$2.45M	2.88%	8
2025 Q3	$13.1M	Buy	146,902 +3,384	+2%	+$284K	2.37%	9
2025 Q2	$11.4M	Buy	143,518 +43,748	+44%	+$3.24M	2.2%	10
2025 Q1	$6.96M	Buy	99,770 +39,463	+65%	+$2.68M	1.58%	15
2024 Q4	$3.86M	Buy	+60,307	New	+$4.06M	0.93%	24

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Brady Martz Wealth Solutions's AVDV Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its Avantis International Small Cap Value ETF (AVDV) stake by 0.24% in Q2 2026, selling an estimated $49.1K and leaving 192,772 shares worth $19.9M. The position accounts for 3% of the portfolio, ranked #6.

Brady Martz Wealth Solutions first reported a position in AVDV in Q4 2024 and has held it in 7 quarters since. 708 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Brady Martz Wealth Solutions held 192,772 shares of Avantis International Small Cap Value ETF worth $19.9M as of Q2 2026.
Brady Martz Wealth Solutions sold 461 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $49.1K.
Avantis International Small Cap Value ETF made up 3% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #6 holding.
Brady Martz Wealth Solutions first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
708 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.